0.0%
EWZ vs CAKE
+132.7%
-132.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAKE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.2% | +1.1% | -1.8% |
| 7D | +0.1% | -3.8% | +3.9% | +0.4% |
| 30D | -25.9% | -5.2% | -20.6% | -25.5% |
| 3M | -6.1% | -9.2% | +3.1% | -5.3% |
| 6M | -16.1% | +76.6% | -92.7% | -25.6% |
| YTD | +1.0% | +113.6% | -112.6% | -14.8% |
| 1Y | 0.0% | +134.3% | -134.4% | -18.6% |
| All | 0.0% | +132.7% | -132.8% | -18.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAKE.
Daily Out/Under-Performance
Portfolio return minus CAKE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAKE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded CAKE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling